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Portfolio Analyst (Closed)

Date Posted: 12/11/2020

Job #1578695
Denver, Colorado

Position: Portfolio Analyst/Associate


Role Overview: Our successful, Denver-based Private Equity client has engaged us to search for a newly created Portfolio Analyst.


Responsibilities: The Analyst/Associate will be assigned dedicated projects as well as help support performance monitoring and strategic reporting initiatives. The Analyst/Associate will be expected to work across multiple projects at a time and must be comfortable interfacing directly with internal leadership as well as leadership at the portfolio companies. Projects will be wide-ranging and include:

  • Diligence process management
  • Onboarding / integration planning and facilitation
  • Strategic planning o Process improvement



  • Bachelor’s Degree in Finance, Economics, Accounting or related field
  • A minimum of 2 years of experience in financial services
  • Excellent operational, organizational and follow-up skills with the ability to manage and process complex operational work
  • Experience in a project-based and/or deal-driven environment – i.e., private equity, consulting, transaction, advisory
  • Exceptional verbal, written and listening communication skills
  • Strong problem-solving and data analytical skills – the ability to work with large datasets, frame and breakdown problems, synthesis themes and insights from analyses. Problem solving includes both quantitative and qualitative information and problems
  • Ability to multitask and prioritize without feeling overwhelmed and quickly pivot from task to another o Knowledge of system platforms is a plus
  • Advanced Microsoft Excel and Microsoft PowerPoint skills experience is a plus


Bullhorn ID: 1578695

Location: Denver, CO


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